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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3201 |
3201
Bellecapital
Zurich,
Switzerland
| $472M | +$17.9M | +4% | 5.08% | 152% | 167 | 14.97% | 3.6 |
|
| 3202 |
3202
Stamos Capital Partners
Menlo Park,
California
| $471M | +$30.8M | +7% | 1.29% | 36.7% | 139 | 12.95% | 1.8 |
|
| 3203 |
3203
Kesler Norman & Wride
Ogden,
Utah
| $471M | +$76.5K | +0% | 1.1% | 76% | 171 | 11.7% | 2.7 |
|
| 3204 |
3204
Oliver Luxxe Assets
Gladstone,
New Jersey
| $471M | -$6.34M | -1% | 0.64% | 137% | 201 | 22.89% | 2.7 |
|
| 3205 |
3205
Heron Bay Capital Management
Bloomfield Hills,
Michigan
| $470M | -$1.77M | -0.4% | 0.24% | 58.9% | 119 | 32.77% | 1.8 |
|
| 3206 |
3206
Fortis Capital Management
Bellevue,
Washington
| $469M | +$87.7M | +23% | 4.89% | 82% | 133 | 15.79% | 1.9 |
|
| 3207 |
HCP
3207
Holt Capital Partners
Fort Worth,
Texas
| $469M | -$138M | -23% | 2.02% | 69.5% | 156 | 8.97% | 6.8 |
|
| 3208 |
3208
American Money Management
Rancho Santa Fe,
California
| $468M | -$11M | -2% | 2.66% | 65% | 144 | 11.81% | 4.6 |
|
| 3209 |
3209
Dow Chemical Company
Midland,
Michigan
| $468M | -$170M | -27% | 3.78% | 29.4% | 7 | 57.14% | 1.9 |
|
| 3210 |
3210
Cliffwater
Marina Del Rey,
California
| $467M | +$96.3M | +26% | 0.5% | 29.4% | 26 | 3.85% | 4.8 |
|
| 3211 |
3211
One Wealth Advisors
San Francisco,
California
| $467M | -$108M | -19% | 4.91% | 66% | 278 | 27.34% | 1.5 |
|
| 3212 |
3212
Drexel Morgan & Co
Radnor,
Pennsylvania
| $467M | -$19.2M | -4% | 4.29% | 50.1% | 54 | 5.56% | 7.2 |
|
| 3213 |
3213
Jackson Wealth Management
Lake Mary,
Florida
| $466M | -$334M | -42% | 5.29% | 72.1% | 156 | 28.21% | 1.2 |
|
| 3214 |
3214
Fortress Investment Group
New York
| $466M | -$117M | -20% | 13.3% | 97.5% | 15 | 20% | 2.8 |
|
| 3215 |
3215
Hartford Financial Management
Hartford,
Connecticut
| $466M | -$7.36M | -2% | 1.45% | 87.9% | 422 | 15.64% | 5.5 |
|
| 3216 |
3216
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| $466M | +$133M | +40% | 4.04% | 70.9% | 2 | 50% | 0.5 |
|
| 3217 |
3217
Martel Wealth Advisors
Vancouver,
Washington
| $466M | +$5.03M | +1% | 1.43% | 43.4% | 54 | 1.85% | 3.9 |
|
| 3218 |
3218
Schoolcraft Capital
Boulder,
Colorado
| $466M | +$39.7M | +9% | 0.63% | 58.7% | 67 | 4.48% | 3.6 |
|
| 3219 |
3219
TLWM Financial
San Antonio,
Texas
| $465M | +$13.9M | +3% | 1.91% | 53.9% | 74 | 9.46% | 3.1 |
|
| 3220 |
CFSG
3220
Community Financial Services Group
Newport,
Vermont
| $464M | +$25.4M | +6% | 5.46% | – | 143 | 20.28% | 3.8 |
|
| 3221 |
3221
Regatta Capital Group
El Segundo,
California
| $464M | +$19.8M | +4% | 2.56% | 78.1% | 189 | 5.29% | 1.9 |
|
| 3222 |
3222
Laffer Tengler Investments
Nashville,
Tennessee
| $464M | +$76.6M | +20% | 3.34% | 96.5% | 465 | 27.53% | 1.8 |
|
| 3223 |
3223
Nan Fung Trinity
Central, Hong Kong,
Hong Kong
| $464M | +$24.3M | +6% | 3.84% | 82.3% | 33 | 39.39% | 0.8 |
|
| 3224 |
3224
Atlanta Consulting Group Advisors
Atlanta,
Georgia
| $464M | +$175M | +60% | 0.21% | – | 141 | 25.53% | 0.2 |
|
| 3225 |
3225
Tobias Financial Advisors
Plantation,
Florida
| $464M | +$22.4M | +5% | 1.44% | 44.5% | 108 | 9.26% | 1.8 |
|